+142.3%
AEHR vs FIVE
+63.0%
+79.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | -8.5% | +7.3% | -15.8% | -11.6% |
| 30D | -29.6% | +18.1% | -47.7% | -35.8% |
| 3M | -43.9% | +7.7% | -51.6% | -46.7% |
| 6M | -38.7% | +13.6% | -52.3% | -45.5% |
| YTD | +195.0% | +34.6% | +160.5% | +112.4% |
| 1Y | +142.3% | +66.2% | +76.0% | +26.1% |
| All | +142.3% | +63.0% | +79.3% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FIVE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling